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Excel Learning Roadmap

The document outlines a comprehensive Excel learning roadmap divided into six stages, starting from basic skills to advanced tools and automation. Each stage includes a checklist of essential skills and projects to apply the learned concepts. Additionally, it provides study planner tips to enhance learning and practical application of Excel skills.

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Ochasi Darlington
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230 views3 pages

Excel Learning Roadmap

The document outlines a comprehensive Excel learning roadmap divided into six stages, starting from basic skills to advanced tools and automation. Each stage includes a checklist of essential skills and projects to apply the learned concepts. Additionally, it provides study planner tips to enhance learning and practical application of Excel skills.

Uploaded by

Ochasi Darlington
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Excel Learning Roadmap: Printable

Checklist & Study Planner


Stage 1: Excel Basics

Checklist
 [ ] Understand Excel interface: ribbons, cells, rows, and columns
 [ ] Create, open, and save workbooks
 [ ] Enter and format data in cells
 [ ] Basic formatting: font, borders, cell color, number formats
 [ ] Adjusting rows and columns, inserting/deleting cells
 [ ] Understanding worksheets and navigation

Projects
 [ ] Create a personal budget sheet
 [ ] Simple contact list table

Stage 2: Working with Formulas and Functions

Checklist
 [ ] Understand cell references (relative, absolute, mixed)
 [ ] Basic formulas: addition, subtraction, multiplication, division
 [ ] Common functions: SUM, AVERAGE, MIN, MAX, COUNT
 [ ] Use of AutoSum and AutoFill
 [ ] Error types: #VALUE!, #REF!, #DIV/0!

Projects
 [ ] Monthly expense tracker
 [ ] Basic grade calculator

Stage 3: Data Management & Analysis

Checklist
 [ ] Sorting and filtering data
 [ ] Using tables and structured references
 [ ] Conditional formatting
 [ ] Data validation and drop-down lists
 [ ] Find and Replace, Remove Duplicates
Projects
 [ ] Employee attendance sheet
 [ ] Student performance dashboard

Stage 4: Charts and Data Visualization

Checklist
 [ ] Create different types of charts: column, bar, line, pie
 [ ] Customize chart titles, legends, and axes
 [ ] Use sparklines for small data visualizations
 [ ] Insert and format PivotCharts

Projects
 [ ] Sales report chart
 [ ] Revenue comparison dashboard

Stage 5: Advanced Excel Tools

Checklist
 [ ] PivotTables: creation, filtering, grouping
 [ ] Using VLOOKUP, HLOOKUP, and XLOOKUP
 [ ] IF statements and nested functions
 [ ] Text functions: LEFT, RIGHT, MID, CONCAT, TEXTJOIN
 [ ] Date and time functions: TODAY, NOW, DATEDIF
 [ ] What-If Analysis: Goal Seek, Scenario Manager

Projects
 [ ] Sales forecasting tool
 [ ] HR leave tracker

Stage 6: Excel for Productivity & Automation

Checklist
 [ ] Creating and using macros (basic VBA)
 [ ] Protecting sheets and workbooks
 [ ] Linking multiple sheets and workbooks
 [ ] Using named ranges
 [ ] Creating dashboards

Projects
 [ ] Expense dashboard
 [ ] Automated invoice generator

Study Planner Tips


- Practice Excel at least 30 minutes a day

- Recreate real-life data sheets for hands-on experience

- Watch tutorial videos for visualization

- Apply Excel to your personal tasks (budgets, plans, lists)

- Revisit and update projects to add more features as you learn

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